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FC Advisory’s iShares Floating Rate Bond ETF FLOT Stock Holding History

FC Advisory’s Portfolio FLOT Stock Details FLOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.44M Buy
165,424
+5,681
+4% +$289K 2.24% 14
2026
Q1 		$8.14M Buy
159,743
+5,394
+3% +$275K 2.38% 13
2025
Q4 		$7.85M Buy
154,349
+5,926
+4% +$302K 2.26% 14
2025
Q3 		$7.58M Buy
148,423
+3,014
+2% +$154K 2.22% 15
2025
Q2 		$7.42M Buy
145,409
+26,682
+22% +$1.36M 2.29% 14
2025
Q1 		$6.06M Buy
+118,727
New +$6.05M 2.05% 15

Other funds holding FLOT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
VWM
Vertrix Wealth Management Troy, Michigan $297M AUM
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
RWM
Rezny Wealth Management Fort Myers, Florida $579M AUM 34.89% 1-Year Est. Return

FC Advisory's FLOT Position: Q2 2026 in Review

FC Advisory increased its iShares Floating Rate Bond ETF (FLOT) stake by 3.6% in Q2 2026, buying an estimated $289K and bringing the position to 165,424 shares worth $8.44M. The position accounts for 2.24% of the portfolio, ranked #14.

FC Advisory first reported a position in FLOT in Q1 2025 and has held it in 6 quarters since. 103 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • FC Advisory held 165,424 shares of iShares Floating Rate Bond ETF worth $8.44M as of Q2 2026.
  • FC Advisory bought 5,681 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $289K.
  • iShares Floating Rate Bond ETF made up 2.24% of FC Advisory's portfolio in Q2 2026, its #14 holding.
  • FC Advisory first reported a position in iShares Floating Rate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 103 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on FC Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.